Company Information

Get to know HD Vest Financial Services

Founded in 1983 by Herb D. Vest, HD Vest Financial Services pioneered the concept of integrating tax services with comprehensive financial planning. The firm's core mission was to empower tax professionals, such as CPAs and Enrolled Agents, to offer financial advice and investment services, creating a holistic approach to a client's financial well-being. The company provided a wide range of services including investment management, retirement planning, and insurance. In 2015, HD Vest was acquired by Blucora, Inc. In September 2019, Blucora rebranded both HD Vest and its other recent acquisition, 1st Global, under a single new name: Avantax Wealth Management. The business continues to operate under the Avantax brand, maintaining its focus on tax-intelligent financial planning.

Industry

Financial Wealth ManagementPRIMARY
Financial Insurance
Financial Other Service

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HD Vest Financial Services

United States

Founded in

1983 (43 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.